Katherine Ann Fortna

Employer firm

Clarus Wealth Advisors, LLC CRD 281160

$305M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2018 → 04/2019
  Michaels Of Denver
  Arvada, CO
• 12/2012 → 09/2018
  Homemaker
  Castle Rock, CO
• 05/2019 → 10/2023
  Crown Capital Securities Lp
  202 6Th Street, Ste. 301C, CO
• 03/2021 → Present
  Clarus Wealth Advisors
  Peoria, AZ
• 10/2023 → Present
  Private Client Services
  Castle Rock, CO

Other Businesses

1)Clarus Wealth Advisors LLC. 9125 W Thunderbird Rd, Suite 100, Peoria, AZ 85381. IRA. 83 hrs/mo; 83 during trading hrs. 2)Strazisar Omansky Services; Not Investment Related;2008 S. Xenia Way, Denver, CO. 80231; Tax Preparation;Data Entry;Effective 03/27/2026;40 hours per month;20 hours during trading;Data Entry

Exams

• S66 Uniform Combined State Law Examination
  2021-03-06

Other Names

• Katherine Ann Naibauer